Here Are the Biggest Calls on Wall Street on Monday:
JPMorgan sees upside for the bitcoin miner.
“We are upgrading MARA to OW (from Neutral), as shares do not reflect the company’s revised YE25 hashrate target, even after considering capex requirements.”
Amazon is seen as a beneficiary of recent legislation.
“We see AMZN capturing ~$15bn/year in tax benefits. While most will be re-invested in AWS, even investing 50% of the annual cash flow benefit paints a much faster path to billions of annual automation savings.”
Bullish on Grand Theft Auto VI’s 2026 release.
“We anticipate GTA 6 sells 50M units in FY27, the first year post-launch, at an $80 base game retail ASP.”
Positive view on valuation.
“We are launching on MongoDB with an Outperform rating and a $280 target price.”
Focus on margins ahead of earnings.
“As we head into F3Q25 earnings aftermarket on July 31, sentiment is negative due to tariffs, DOJ investigation, App Store headwinds, and AI concerns.”
Price target raised but valuation stretched.
“We increase our PT to $670, up 63%, due to accelerating EBITDA margins and higher gas power capacity beyond 2028.”
Bullish on autonomous driving growth.
“We expect robotaxis and smart home robotics to drive revenue growth from 2026 onward.”
Recommends buying the dip.
“Despite secular challenges, we are looking ahead to CHTR’s narrative for 2026.”
Patience urged for robotaxi rollout.
“Tesla’s service has only logged ~7k miles since June 22 with 10–20 vehicles. Musk aims to cover half the US by year-end.”
Sees upside in biotech stock.
“We initiate with an Outperform rating and a $24 price target.”
Favorable positioning among global gold producers.
“Gold Fields is one of the top 10 producers globally, headquartered in South Africa.”
Leader in AI-driven retail efficiency.
“AI use cases are accelerating in food retail. WMT is a clear leader.”
Valuation limits further upside.
“The stock is within 6% of our $72 price target, after a +46% move in the last year.”
Reinstated with a bullish view post-rejected buyout.
“We no longer believe the stock is trading on deal speculation.”
Positive on CapEx strategy.
“We’re upgrading TXN and setting a $230 price target.”
Turnaround underway for global athletic leader.
“We see revenue growth re-accelerating into 2H26/FY27 after product and inventory issues.”
Bullish on movie studio prospects.
“We initiate with a BUY rating and an $8.50 eighteen-month price target.”
Price target raised to $550 ahead of earnings.
“CapEx for FY26 could exceed estimates, mirroring Alphabet’s recent comments.”
Citing promotional risk and earnings pressure.
“We flag 3Q EPS 12% below consensus and FY26 EPS 15% lower due to merchandising missteps.”
Completed capex programs boost outlook.
“We expect shares to rally post-completion of capital investments.”
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